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Positions report (PDF)

Overview

This is a template you can use to build customized transactions reports. Import the template in the JSReport environment. Once the template is imported, you can generate the report from FA Back (for more information, see Generate reports for portfoliosin FA User guide).

The sample-positionsReportPDF.jsrexport file is a template for the Transactions report that you can use and customize if needed.

Positions_report.PNG

In addition to the report template, you need the shared folders containing header, footer, images and translations (see JSReport - Samples).

Highlights

This template includes the following:

  • GraphQL query to fetch transactions

  • Header/footer

  • Number and date formatting based on locale

Files

Positions report template

sample-positionsReportPDF.jsrexport

Shared folders containing header, footer, images and translations

sample-sharedFolders.jsrexport

In this section: